Hamish Elwis

Financial Planner

How Hamish supports you

Hamish works closely with clients to understand their circumstances, identify what they want to achieve, and create financial plans that support their long-term goals. He prepares recommendations, reviews existing arrangements and works alongside the wider team to ensure advice is implemented accurately and efficiently.

Hamish particularly enjoys building trusted relationships with clients, explaining financial matters in a clear and straightforward way, and giving people the confidence to make informed decisions about their future.

Hamish has worked in financial planning since 2018, building experience across pensions, investments, protection and financial planning. This broad background has given him a strong understanding of the advice process and how different aspects of a client’s finances work together.

Need to know information

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A little more about Hamish

Originally from the Isle of Mull, Hamish grew up on a hill farm and still enjoys spending as much time outdoors as possible.

Away from work, he is currently renovating his home ahead of welcoming his first child. When he’s not tackling another DIY project, you’ll usually find him walking his two sausage dogs, playing golf, or enjoying good food with family and friends.

Hamish in numbers

8

Years in financial services, helping clients work towards what matters to them

2

Miniature Dachshunds, both convinced they’re in
charge

250

Acres of rugged family hill farm on Mull, where I’ve grown up and still spend as much time as I can

The people who make it all possible

Derek Fish
Derek Fish

Chartered Financial Planner and Managing Director

Susan Lafferty
Susan Lafferty

Operations Director

Craig Aitken
Craig Aitken

Senior Financial Planner

Steven Finlay
Steven Finlay

Financial Planner

Sophie McDonald
Sophie McDonald

Chartered Financial Planner

Graeme Davidson
Graeme Davidson

Financial Planner

Lucy Phillips
Lucy Phillips

Chartered Financial Planner

Elaine Drummond
Elaine Drummond

Senior Paraplanner

Alana Quinn
Alana Quinn

Senior Paraplanner

Vanessa Williamson
Vanessa Williamson

Paraplanner

Charis Curtis
Charis Curtis

Paraplanner

Michelle Macdonald
Michelle Macdonald

Client Service Manager

Lorraine McGill
Lorraine McGill

Office Manager

Joanne Brooks
Joanne Brooks

Office Manager

Danielle Quinn
Danielle Quinn

Technical Administrator

Lyndsey Lawson
Lyndsey Lawson

Senior Administrator

Carol Dick
Carol Dick

Mortgage Administrator

Stephen Stewart
Stephen Stewart

Administrator

Bryce Bissett
Bryce Bissett

Administrator

Start the conversation

If you’re ready to talk, we’re here to listen and help you take the next step forward.